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Disclosery

HB Wealth Management, LLC: WIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on WIT, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 109,813 WIT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,813 shares
    Change vs previous 13F +64,492 shares

    <0.01% of the 13F portfolio, value $247,079.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,321 shares
    Change vs previous 13F -7,778 shares

    <0.01% of the 13F portfolio, value $96,081.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,099 shares
    Change vs previous 13F +23,454 shares

    <0.01% of the 13F portfolio, value $150,801.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,645 shares
    Change vs previous 13F -24,088 shares

    <0.01% of the 13F portfolio, value $77,966.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,733 shares
    Change vs previous 13F +5,856 shares

    <0.01% of the 13F portfolio, value $162,274.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,877 shares
    Change vs previous 13F +12,321 shares

    <0.01% of the 13F portfolio, value $146,504.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,556 shares
    Change vs previous 13F +17,778 shares

    <0.01% of the 13F portfolio, value $125,868.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,201.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).